CRD: 118334
Maxwell AND Morse Capital Management, Inc.
Tulsa, OK, 74137
9185274308
$45.4M Total AUM
$19.6M Disc. AUM
-- 3Y CAGR
2 Employees
382 ADV. Clients
27 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-15-1999
- Office Locations
- 2
Office Locations
5026 East 101st Street Suite A Tulsa OK
6950 South Utica Avenue Tulsa OK
About Maxwell AND Morse Capital Management, Inc.
Maxwell AND Morse Capital Management, Inc. is a Tulsa-based RIA with 2 offices. The firm has been operating for 27 years. Managing $45.4M in total assets under management, with 2 advisory representatives. They custody assets with TD Ameritrade. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$22.7M AVG AUM / ADVISOR
$118.9K AVG AUM / CLIENT
16.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Meridian
Investment Themes
Vector catalyst Vertex pathway Delta delta
Investment Vehicles
Timber
Services
Atlas
Owner & Executives
J
JEFFREY LYLE MAXWELL
Chief Investment Officer, Managing Director, President
- CRD
- #4578335
- Ownership
- 50% but less than 75%
(708) 238-4538
ridge.frontier@matrixcapital.com
in linkedin.com/in/atlas-harbor
M
MARVIN LYNN MORSE
Chief Compliance Officer, Secretary, TREASURER, Wealth Manager
- CRD
- #4498190
- Ownership
- 50% but less than 75%
(331) 615-6324
pioneer.glacier@unisoncapital.com
in linkedin.com/in/summit-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,560,115 | -- |
| Non-Discretionary | $25,840,838 | -- |
| Total | $45,400,953 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,400,953
Equity - Exchange:
60.2% Cash:
39.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,905,362,659 | 60.2% |
| Cash | $2,581,950,728 | 39.8% |
| Total | $6,487,313,387 | 100.0% |